See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,877 | $71,829-52.8% | $69,780-51.5% | $142,382-76.2% |
| Participation rate | 90.9% | 81.6%+9.4pp | 79.3%+11.6pp | 80.1%+10.8pp |
| Annual return | 28.43% | 31.01%-2.6pp | 26.31%+2.1pp | 217.08%-188.6pp |
| Employer contribution / active EE | $2,765 | $4,385-36.9% | $4,168-33.6% | $4,299-35.7% |
| Participant deferral / active EE | $4,291 | $6,819-37.1% | $6,164-30.4% | $6,507-34.1% |
| Admin fee / account holder | $7,975 | $7,818+2.0% | $7,285+9.5% | $12,624-36.8% |